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Grey Fox Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Grey Fox Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001965362
持仓数
140
前50大市值合计
$468.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 137 项
建仓 11
增持 71
减持 45
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JAAYX
JPMORGAN SMARTRETIREMENT BLEND 2060 R6
+$5.7M
200,785
+1309%
增持
BIV
Vanguard Intermediate Term Bond ETF
+$5.4M
85,363
+462%
清仓
JMYAX
JPMorgan SmartRetirement Blend 2045 R6
-$4.6M
0
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-100%
增持
JBYSX
JPMORGAN SMARTRETIREMENT BLEND 2045 R6
+$4.6M
166,510
+463%
减持
VUG
Vanguard Growth Index ETF
-$3.3M
111,652
-0%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$3.2M
572,182
+6%
增持
VTV
Vanguard Value ETF
+$2.4M
295,989
+3%
减持
JOBYX
JPMORGAN SMARTRETIREMENT BLEND 2040 R6
-$2.4M
33,939
-69%
减持
JNYAX
JPMORGAN SMARTRETIREMENT BLEND 2050 R6
-$1.6M
9,759
-84%
增持
VTHRX
Vanguard Target Retirement 2030 Fund
+$1.6M
58,872
+237%
建仓
JSBYX
JPMORGAN SMARTRETIREMENT BLEND 2055 R6
+$1.5M
44,414
清仓
JTYBX
JPMorgan SmartRetirement Blend 2055 R6
-$1.3M
0
-100%
增持
VFIAX
Vanguard 500 Index Fund - Admiral Class
+$1.1M
6,436
+288%
增持
BLV
Vanguard Long Term Bond ETF
+$1.0M
59,976
+29%
减持
VIGAX
Vngrd Gr Indx Adml
-$942.0K
45,145
-36%
减持
AGG
iShares Core US Aggregate Bond ETF
-$933.9K
288,986
-5%
减持
JRBYX
JPMORGAN SMARTRETIREMENT BLEND 2030 R6
-$848.4K
18,016
-65%
清仓
TRRCX
T. Rowe Price Ret 2030 Inv
-$799.7K
0
-100%
清仓
—
American Century U.S. Govt MM Inv
-$784.7K
0
-100%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
-$763.5K
145,139
+2%
建仓
—
Vanguard Target Retirement 2035 Fund
+$697.9K
235,165
清仓
JPYRX
JPMorgan SmartRetirement Blend 2035 R6
-$697.1K
0
-100%
增持
AAPL
Apple Inc
-$682.0K
28,401
+2%
减持
VTTHX
Vanguard Target Retirement 2035 Fund
-$673.8K
52,099
-82%
减持
BND
Vanguard Total Bond Market ETF
-$664.6K
15,410
-38%
增持
SPEM
SPDR Index Shares Emerg Markt ETF IV
+$623.0K
180,401
+7%
增持
SCHV
Schwab US Large Cap Value ETF
+$614.2K
141,280
+17%
增持
VNQ
Vanguard Real Estate ETF
+$556.8K
81,234
+6%
增持
VTWG
Vanguard Russell 2000 Growth ETF
+$552.7K
9,402
+65%
增持
VO
Vanguard Mid Cap ETF IV
+$449.8K
66,545
+5%
增持
SCHP
Schwab US TIPS ETF
+$421.0K
166,391
+6%
增持
VBR
Vanguard Small Cap Value ETF
-$384.6K
109,424
+4%
增持
USHY
iShares Broad Usd HG YLD CRP BND ETF
+$373.4K
162,411
+7%
减持
IWO
iShares Russell 2000 Growth ETF
-$360.8K
10,519
-1%
增持
GOOGL
Alphabet Inc. Class A
-$330.9K
11,250
+3%
建仓
VCIT
Vanguard Intermediate Term Co ETF IV
+$329.9K
4,035
建仓
HLNE
Hamilton Lane Inc Com CL A
+$328.2K
2,200
增持
EFA
iShares MSCI EAFE ETF
+$327.1K
50,944
+0%
清仓
—
Hamilton Lane Inc Com CL A
-$326.8K
0
-100%
减持
MUB
iShares National Muni Bond ETF
-$319.9K
23,438
-11%
增持
VBTLX
Vanguard Total bond Market Index Admiral
+$315.9K
175,724
+12%
增持
VTEB
Vanguard Muni BND Tax Exempt ETF
+$249.6K
18,765
+38%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$240.7K
19,655
+28%
建仓
CUBE
Cubesmart REIT
+$227.4K
5,325
清仓
COST
Costco Wholesale Co
-$227.3K
0
-100%
清仓
—
Vanguard S&P 500 ETF SHS
-$223.1K
0
-100%
清仓
XSD
SPDR S&P Semiconductor ETF
-$222.3K
0
-100%
建仓
V
Visa Inc Class A
+$220.5K
629
清仓
DECK
Deckers Outdoor Corp
-$216.9K
0
-100%
建仓
WMT
WalMart Inc
+$210.0K
2,386
建仓
NVS
Novartis AG F Sponsored ADR
+$209.9K
1,818
减持
JNJ
Johnson & Johnson
+$207.4K
10,463
-1%
建仓
META
Facebook Inc Class A
+$207.1K
359
建仓
ABT
Abbott Laboratories
+$204.7K
1,543
减持
BRK/B
Berkshire Hathaway Class B
+$190.3K
4,189
-7%
减持
VCSH
Vanguard Short Term Cor BD ETF IV
-$187.6K
174,452
-3%
增持
BNDX
Vanguard Total International Bond Et
+$178.3K
81,768
+5%
增持
SHM
SPDR Nuveen Bloomberg Barclays Short Term
+$177.5K
39,558
+10%
增持
VVIAX
Vanguard Value Index Fund - Admiral Class
+$175.3K
33,584
+6%
减持
QQQ
Invesco QQQ Trust
-$152.6K
1,715
-8%
减持
GOOG
Alphabet Inc. Class C
-$146.6K
3,181
-6%
增持
IWV
iShares Russell 3000 ETF
+$138.5K
1,318
+57%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$126.2K
61,321
+2%
减持
SPY
SPDR S&P 500 ETF IV
-$122.3K
1,758
-7%
减持
VTMGX
Vanguard Developed Markets Index Fund - Admiral Class
-$112.0K
85,923
-13%
减持
—
MoA Equity Index Fund
-$110.8K
5,692
-19%
减持
HYG
iShares iBoxx High Yield Bond ETF
-$107.7K
17,670
-7%
增持
AMZN
Amazon.Com Inc
-$103.2K
6,511
+6%
减持
VTIVX
Vanguard Target Retirement 2045 Fund
+$102.8K
69,504
-12%
减持
IWN
iShares Russell 2000 Value ETF
-$102.6K
6,407
-2%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$101.1K
146,504
-5%
减持
IUSG
iShares Core S&P US Growth ETF
-$94.1K
7,563
-0%
增持
IYR
iShares US Real Estate ETF
+$93.6K
7,154
+13%
减持
BSV
Vanguard Short-Term Bond ETF IV
-$93.4K
25,146
-6%
增持
ABBV
Abbvie Inc
+$92.6K
2,738
+1%
增持
DFAC
Dimensional U S Core Equity 2 ETF
-$90.3K
59,624
+0%
增持
TSM
Taiwan Semiconductr F Sponsored ADR
-$89.4K
4,138
+5%
增持
LLY
Lilly Eli & Co
+$87.9K
997
+5%
增持
SLYV
SPDR S&P 600 Small Cap Value ETF
+$87.4K
17,547
+19%
增持
NVDA
Nvidia Corp
-$81.1K
8,026
+13%
减持
VTI
Vanguard Total Stock Market ETF
-$79.8K
1,536
-11%
增持
CVX
Chevron Corp
+$77.2K
2,424
+7%
减持
—
Accenture PLC F Class A
-$74.7K
1,294
-5%
减持
VOE
Vanguard Mid Cap Value ETF
-$66.4K
1,868
-17%
增持
VFIFX
Vanguard Target Retirement 2050 Fund
+$64.1K
38,383
+5%
增持
TIP
iShares TIPS Bond ETF
+$62.9K
11,556
+1%
增持
VIG
Vanguard Dividend Appreciation ETF
+$62.0K
3,138
+12%
增持
VGT
Vanguard Information Technology ETF
-$61.7K
784
+0%
减持
IUSV
iShares Core S&P US Value ETF
-$60.7K
8,891
-7%
减持
VTWNX
Vanguard Target Retirement 2020 Fund
-$60.2K
81,235
-20%
增持
NFLX
Netflix Inc
+$59.1K
547
+8%
增持
VFORX
Vanguard Target Retirement 2040 Fund
+$55.1K
74,455
+17%
增持
ESGU
iShares Esg Aware MSCI USA ETF
+$52.8K
3,389
+21%
减持
SPLV
Invesco S&P 500 Low Volatility ETF
+$49.2K
10,872
-0%
增持
QUAIX
AB Small Cap Growth Portfolio
-$48.4K
5,590
+2%
增持
GILD
Gilead Sciences Inc
+$45.5K
2,290
+0%
增持
JPM
JPMorgan Chase & Co
+$44.1K
3,619
+3%
增持
VSIAX
Vanguard Small Cap Value Index Fund - Admiral Class
-$44.0K
12,203
+2%
增持
VTTVX
Vanguard Target Retirement 2025 Fund
+$42.4K
56,765
+3%
增持
DHR
Danaher Corp
-$42.4K
1,984
+1%
增持
—
Invesco Stable Asset Fund - ADPZ Class
+$38.3K
892,117
+4%
减持
SCHG
Schwab US Large Cap Growth ETF
-$36.4K
12,728
-0%
减持
IVV
iShares Core S&P 500 ETF
-$35.3K
966
-2%
减持
VEU
Vanguard FTSE All World Ex US ETF
+$35.2K
15,823
-2%
减持
—
Check Point Sftwre Com
+$33.0K
1,384
-9%
减持
—
LVIP American Century Capital Appreciation Fund
-$30.8K
17,903
-10%
增持
VOO
Vanguard S&P 500 ETF
-$29.7K
1,776
+2%
减持
EFAV
Ishare Edge MSCI Min Vol EAFE ETF
+$29.4K
4,447
-1%
建仓
VUSXX
VANGUARD TREASURY MONEY MARKET INV
+$27.2K
27,218
增持
AVGO
Broadcom Inc
+$25.6K
1,488
+54%
增持
VEXRX
Vanguard Explorer Fund - Admiral Class
-$25.2K
3,763
+3%
增持
VTINX
Vanguard Target Retirement Income Fund
+$22.4K
104,949
+1%
减持
IVW
iShares S&P 500 Growth ETF
-$20.9K
2,381
-0%
增持
MRK
Merck & Co. Inc.
-$19.7K
3,639
+5%
增持
IJH
iShares Core S&P Mid Cap ETF
+$18.3K
56,957
+7%
增持
ET
Energy Transfer LP
-$16.3K
18,417
+1%
减持
—
MoA Clear Passage 2050 Fund
-$15.5K
11,549
-6%
增持
VIMAX
Vanguard Mid-Cap Index Fund - Admiral Class
-$14.5K
3,127
+1%
增持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
-$14.3K
4,142
+0%
减持
PEP
Pepsico Inc
-$12.3K
1,622
-3%
增持
VFFVX
Vanguard Target Retirement 2055 Fund
-$11.4K
32,649
+7%
增持
IGSB
iShares TR Is 1-5 YR In GR CR BD ETF
+$10.4K
15,106
+0%
减持
VXUS
Vanguard Total Interntl Stock ETF IV
+$7.4K
3,796
-2%
增持
VWEAX
Vanguard High-Yield Corporate Adm
+$7.4K
29,533
+5%
增持
IYJ
iShares US Industrials ETF
-$7.0K
2,277
+0%
增持
RSPN
Invsc SP 500 Equal WGHT Indstrl ETF
-$6.2K
5,366
+0%
增持
ONEV
SPDR Rusel 1000 LW VLTLTY FCS ETF
+$6.1K
3,832
+0%
减持
SYK
Stryker Corp
+$5.7K
1,556
-2%
增持
MSFT
Microsoft Corp
-$3.1K
2,023
+12%
增持
DIA
SPDR Dow Jones Industrial Avrg ETF
-$2.4K
607
+0%
增持
DFUV
Dimensional US Marketwide Value ETF
+$2.2K
4,917
+0%
减持
TSCO
Tractor Supply Co Com
-$2.2K
6,181
-4%
增持
HD
Home Depot Inc
-$1.3K
1,313
+6%
增持
FXAIX
Fid 500 Indx Fund
-$1.1K
19,466
+6%
减持
SCHH
Charles Schwab US REIT ETF
+$867
26,037
-2%
减持
VTIAX
Vanguard Total International Stock Index Fund Admiral Shares
+$778
18,022
-2%
减持
—
DoubleLine Core Fixed Income Fund
+$440
25,680
-3%
